I am trying to use mail merge to allow me to use a list of data in excel (Column A would be equal to a header row, Column B is the actual data i want output to my word doc.) the goal is when i get a new insurance claim, i could use excel to input data then mail merge would put the data in my word document which i use to copy into our claims management system. Currently, when I receive a new claim i have to manually type out my word document answers (i can copy & paste once the info is in word) but the whole process takes 30-45 mins per claim. If i can make the system more autonomous, then i can reduce my time spent per claim down to 5-10 mins. once the mail merge is complete, i will save the word doc as a new document and i can input new information into the excel doc.
Photos below. Thank you in advance for your help. some information had to be redacted for security reasons.
Excel Data Input
Excel.png
Word Output
Capture.PNG
Final product post mail merge
final output.PNG
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